Cygnet Wealth Management is a Yorkshire based Wealth Management Practice with advisor experience spanning over 30 years. We are experienced financial planners and deliver financial solutions for our clients independently.
We manage more than 70 portfolios for our clients who range from young professionals to retired executives and SME companies. We provide advice and implement recommendations linked to their specific objectives in key areas such as investments, pension planning, inheritance tax and contingency solutions.

Our services

At Cygnet Wealth Management we are passionate about protecting, building and managing our Client’s financial wellbeing. We are trusted advisers to many clients, relationships that have been built upon over a number of years. We provide advice and implement recommendations linked to their specific objectives in key areas such as investments, pension planning, inheritance tax and contingency solutions.
Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.

Compliance

Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.
We manage your portfolios and make all our recommendations through a tightly-controlled system. This is delivered with the support of Sense Network and 360°. These resources assist in our research, compliance while positively scrutinise all our recommendations which makes for a holistic overview of each piece of advice we deliver.

Our clients value our personal friendly approach, rigorous research and our desire to understand their objectives and aspirations. They appreciate our pledge to find the best solutions for their individual financial requirements whatever they may be.
We manage your portfolios and make all our recommendations through a tightly-controlled system. This is delivered with the support of Sense Network and 360°. These resources assist in our research, compliance while positively scrutinise all our recommendations which makes for a holistic overview of each piece of advice we deliver.

Legal information

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